Howe & Rusling Inc Incresed Positions in Q4 2024

Howe & Rusling Inc

  • $1.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
238
+ 39.02%
$33.77 - $44.09 $8.04K - $10.5K
848 $28K
XLP
Consumer Staples Sector Spdr

ETFs
36
+ 1.63%
N/A
2.24K $170K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
101
+ 123.17%
$22.39 - $23.45 $2.26K - $2.37K
183 $4K
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 7.23%
$183.23 - $199.79 $3.3K - $3.6K
267 $49K
EFA
Ishares Tr Msci Eafe ETF

ETFs
42
+ 12.69%
$75.1 - $82.99 $3.15K - $3.49K
373 $28K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9
+ 7.76%
$115.08 - $119.55 $1.04K - $1.08K
125 $14K
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.45%
$216.13 - $242.4 $1.08K - $1.21K
1.11K $244K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.24%
$40.82 - $45.39 $40.8 - $45.4
421 $17K
EWM
Ishs Msci Malaysia ETF

ETFs
20
+ 16.0%
$23.61 - $26.95 $472 - $539
145 $3K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32
+ 5.81%
$74.5 - $78.37 $2.38K - $2.51K
583 $43K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
264
+ 200.0%
$27.54 - $83.04 $7.27K - $21.9K
396 $10K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
315
+ 6.44%
$19.47 - $20.95 $6.13K - $6.6K
5.21K $101K
DFAE
Dimensional ETF Tr

ETFs
14
+ 2.51%
$25.36 - $28.15 $355 - $394
572 $14K
TIP
Ishares Tr Tips Bd ETF

ETFs
3
+ 0.45%
$106.33 - $110.69 $319 - $332
668 $71K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
19
+ 3.8%
$89.81 - $104.0 $1.71K - $1.98K
519 $46K
EWJ
Ishares Msci Japan ETF

ETFs
84
+ 3.69%
$66.18 - $71.84 $5.56K - $6.03K
2.36K $158K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
201
+ 8.5%
$124.55 - $167.32 $25K - $33.6K
2.57K $389K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.6%
$131.66 - $144.0 $658 - $720
832 $109K
TT
Trane Technologies PLC

Industrials
40
+ 3.4%
$369.35 - $419.14 $14.8K - $16.8K
1.22K $449K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.2K
+ 202.79%
$26.93 - $84.95 $276K - $870K
15.3K $417K
FNDF
Schwab Fundamental Intl Large

ETFs
285
+ 5.76%
$32.92 - $37.15 $9.38K - $10.6K
5.23K $173K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
23
+ 0.11%
$47.26 - $48.18 $1.09K - $1.11K
21K $994K
ZTS
Zoetis Inc.

Healthcare
241
+ 14.71%
$162.24 - $194.42 $39.1K - $46.9K
1.88K $306K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.19K
+ 66.2%
$18.41 - $40.87 $21.9K - $48.7K
2.99K $55K
WPC
W. P. Carey Inc.

Real Estate
1.33K
+ 11.21%
$53.44 - $61.33 $71.2K - $81.7K
13.2K $720K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.03K
+ 1.6%
$77.86 - $79.27 $236K - $240K
192K $15M
LOB
Live Oak Bancshares, Inc.

Financial Services
655
+ 8.34%
$38.65 - $50.22 $25.3K - $32.9K
8.51K $336K
MMM
3 M CO

Industrials
36
+ 0.61%
$124.74 - $137.12 $4.49K - $4.94K
5.96K $769K
DAR
Darling Ingredients Inc.

Consumer Defensive
107
+ 0.81%
$33.0 - $43.05 $3.53K - $4.61K
13.3K $447K
VZ
Verizon Communications Inc

Communication Services
804
+ 4.98%
$39.6 - $45.21 $31.8K - $36.3K
16.9K $677K
NOC
Northrop Grumman Corp

Industrials
5
+ 0.6%
$466.52 - $543.88 $2.33K - $2.72K
837 $392K
BCO
Brinks CO

Industrials
707
+ 14.15%
$89.25 - $114.23 $63.1K - $80.8K
5.71K $529K
MGV
Vanguard Mega Cap Value

ETFs
531
+ 1.49%
$124.06 - $133.48 $65.9K - $70.9K
36.2K $4.53M
TKR
Timken CO

Industrials
11
+ 0.25%
$70.76 - $87.24 $778 - $960
4.42K $315K
RTX
Raytheon Technologies Corp

Industrials
643
+ 2.55%
$114.45 - $127.21 $73.6K - $81.8K
25.8K $2.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
471
+ 0.7%
$113.92 - $127.38 $53.7K - $60K
68K $7.83M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
44
+ 9.52%
$701.85 - $1046.91 $30.9K - $46.1K
506 $360K
LMT
Lockheed Martin Corp

Industrials
303
+ 9.98%
$479.66 - $614.62 $145K - $186K
3.34K $1.62M
IEFA
Ishares Tr

ETFs
506
+ 1.35%
$70.06 - $77.43 $35.5K - $39.2K
38.1K $2.68M
AMGN
Amgen Inc

Healthcare
22
+ 0.45%
$258.78 - $328.31 $5.69K - $7.22K
4.88K $1.27M
ADBE
Adobe Inc.

Technology
15
+ 0.34%
$437.39 - $552.96 $6.56K - $8.29K
4.37K $1.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.83K
+ 3.13%
$44.04 - $49.49 $213K - $239K
159K $7.01M
AMAT
Applied Materials Inc

Technology
632
+ 3.75%
$161.44 - $213.89 $102K - $135K
17.5K $2.84M
ICE
Intercontinental Exchange, Inc.

Financial Services
3K
+ 2.81%
$148.29 - $166.93 $445K - $501K
110K $16.4M
PEP
Pepsico Inc

Consumer Defensive
2.68K
+ 3.62%
$151.29 - $176.1 $405K - $472K
76.7K $11.7M
NEE
Nextera Energy Inc

Utilities
1.93K
+ 1.93%
$69.77 - $85.43 $134K - $165K
102K $7.28M
KO
Coca Cola CO

Consumer Defensive
2.79K
+ 1.58%
$61.74 - $71.71 $172K - $200K
180K $11.2M
MU
Micron Technology Inc

Technology
517
+ 0.5%
$84.16 - $113.41 $43.5K - $58.6K
104K $8.79M
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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